Mark Perlson
Chief Executive Officer at JP Wealth Management, Inc.
Profile
Mr. Mark Perlson, CPA, is a Director of Financial Services at JP Wealth Management, Inc. He is also a Co-Founder.
He graduated from the University at Albany, in 1977 with a Bachelor of Science Degree in Accounting.
In 1980, he earned the Certified Public Accountant designation.
Mr. Perlson has earned the additional AICPA designation of Personal Financial Specialist and holds the NASD Series 65 License.
Mark Perlson active positions
Companies | Position | Start |
---|---|---|
JP Wealth Management, Inc.
JP Wealth Management, Inc. Investment ManagersFinance JP Wealth Management, Inc. provides investment advice. The private company is based in Mount Pleasant, SC. The company was founded in 2004 by Mark Perlson. Mark Perlson has been the CEO since 2004. | Chief Executive Officer | 31/05/2004 |
Training of Mark Perlson
State University of New York at Albany | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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JP Wealth Management, Inc.
JP Wealth Management, Inc. Investment ManagersFinance JP Wealth Management, Inc. provides investment advice. The private company is based in Mount Pleasant, SC. The company was founded in 2004 by Mark Perlson. Mark Perlson has been the CEO since 2004. | Finance |
- Stock Market
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- Mark Perlson